Integration and API Spec

Integration and API Spec

NDA Workflow Automation

Used by Agent 1 (Intake and Classification Agent) to create a new NDA tracker record on each intake form submission and update that record throughout the workflow lifecycle.

// Input
form_submission: { party_name, nda_type, requester_email, submission_timestamp, hubspot_record_id }
// Output
notion_page_id: string  // stored and passed to downstream agents for status updates

Used by Agent 1 to read the correct NDA template and write a populated draft copy, and by Agent 3 to file the executed PDF returned by DocuSign after all parties have signed.

// Input (Agent 1 - template population)
template_id: GDRIVE_TEMPLATE_*  // selected by nda_type
merge_fields: { party_name, counterparty_name, effective_date, governing_law, requester_name }
// Output (Agent 1)
draft_file_id: string  // Google Doc ID of the populated draft
draft_file_url: string  // View link passed to Slack approval message
// Input (Agent 3 - filing)
executed_pdf_base64: string  // PDF content from DocuSign completion event
filing_metadata: { party_name, nda_type, execution_date }
// Output (Agent 3)
executed_file_url: string  // Shareable Drive link to the filed executed PDF

Used by Agent 2 (Approval and Routing Agent) to post an interactive Block Kit approval message to the designated approver, collect the button response, and fire a 24-hour reminder if no response is received.

// Input
draft_file_url: string
notion_page_id: string
approver_user_id: SLACK_APPROVER_USER_ID
// Output (interactive callback payload)
action_id: 'nda_approve' | 'nda_reject'
notion_page_id: string  // echoed from block metadata
approver_slack_id: string

Used by Agent 2 to send a rejection notification if the approver rejects the draft, and by Agent 3 to send a completion confirmation email to the original requester with a link to the executed copy.

// Input (completion email)
to: requester_email
subject: 'Your NDA with {{party_name}} is fully executed'
body_fields: { party_name, executed_file_url, execution_date }
// Input (rejection notification)
to: requester_email
subject: 'NDA draft for {{party_name}} requires revision'
body_fields: { party_name, draft_file_url, rejection_timestamp }

Used by Agent 3 (Signature and Completion Agent) to create and send the signing envelope, enforce sequential signing order (internal signatory first, counterparty second), monitor envelope status via webhook, and deliver the completed PDF.

// Input (create envelope)
template_id: DOCUSIGN_TEMPLATE_*  // selected by nda_type
signers: [
  { role: 'Internal Signatory', email: DOCUSIGN_INTERNAL_SIGNER_EMAIL, name: DOCUSIGN_INTERNAL_SIGNER_NAME, routingOrder: 1 },
  { role: 'Counterparty', email: counterparty_email, name: counterparty_name, routingOrder: 2 }
]
envelope_subject: 'NDA for signature: {{party_name}}'
// Output (Connect webhook - completion event)
envelope_id: string
status: 'completed'
completed_at: ISO8601 timestamp
documents[0].documentBase64: string  // executed PDF content

Used by Agent 3 to update the associated contact or deal record in HubSpot with the execution date, the Drive link to the filed executed copy, and a signed NDA activity note.

// Input
hubspot_record_type: 'contact' | 'deal'
hubspot_record_id: string  // from Notion record
patch_properties: { nda_executed_date: 'YYYY-MM-DD', nda_drive_link: executed_file_url }
note_body: string  // templated activity note
// Output
hubspot_update_status: 200 | 204  // confirm success
note_id: string  // HubSpot engagement ID for the logged note

// Credential store contents (NDA Workflow)
// All entries are encrypted at rest in the automation platform credential store

// Intake form
INTAKE_WEBHOOK_SECRET          // shared secret for intake form webhook validation

// Notion
NOTION_API_TOKEN               // internal integration token
NOTION_DATABASE_ID             // NDA tracker database GUID

// Google Drive / Docs (service account)
GDRIVE_SERVICE_ACCOUNT_JSON    // full service account key JSON
GDRIVE_TEMPLATES_FOLDER_ID     // parent folder for NDA templates
GDRIVE_EXECUTED_FOLDER_ID      // destination folder for executed PDFs
GDRIVE_TEMPLATE_MUTUAL_ID      // Google Doc ID - mutual NDA template
GDRIVE_TEMPLATE_ONEWAY_ID      // Google Doc ID - one-way NDA template
GDRIVE_TEMPLATE_EMPLOYEE_ID    // Google Doc ID - employee NDA template
GDRIVE_TEMPLATE_VENDOR_ID      // Google Doc ID - vendor NDA template

// Slack
SLACK_BOT_TOKEN                // xoxb-... bot token
SLACK_SIGNING_SECRET           // used to validate interactive component payloads
SLACK_APPROVER_USER_ID         // Slack user ID of the NDA approver
SLACK_APPROVAL_CHANNEL_ID      // DM or channel ID for approval messages
SLACK_INTERACTIVITY_URL        // public HTTPS endpoint for Slack interactive callbacks

// Gmail
GMAIL_REFRESH_TOKEN            // OAuth refresh token for the sending account
GMAIL_CLIENT_ID                // OAuth client ID
GMAIL_CLIENT_SECRET            // OAuth client secret
GMAIL_SENDER_ADDRESS           // From address for all automated emails

// DocuSign
DOCUSIGN_INTEGRATION_KEY       // app integration key (client ID)
DOCUSIGN_RSA_PRIVATE_KEY       // RSA private key for JWT grant
DOCUSIGN_IMPERSONATION_USER_ID // DocuSign user GUID to impersonate
DOCUSIGN_ACCOUNT_ID            // production account GUID
DOCUSIGN_BASE_URL              // e.g. https://na4.docusign.net/restapi
DOCUSIGN_WEBHOOK_URL           // public HTTPS endpoint for Connect events
DOCUSIGN_HMAC_KEY              // secret for Connect payload HMAC validation
DOCUSIGN_TEMPLATE_MUTUAL_ID    // DocuSign template ID - mutual NDA
DOCUSIGN_TEMPLATE_ONEWAY_ID    // DocuSign template ID - one-way NDA
DOCUSIGN_TEMPLATE_EMPLOYEE_ID  // DocuSign template ID - employee NDA
DOCUSIGN_TEMPLATE_VENDOR_ID    // DocuSign template ID - vendor NDA
DOCUSIGN_INTERNAL_SIGNER_EMAIL // email of the internal signatory
DOCUSIGN_INTERNAL_SIGNER_NAME  // display name of the internal signatory

// HubSpot
HUBSPOT_PRIVATE_APP_TOKEN      // private app access token
HUBSPOT_PROP_NDA_DATE          // internal property name for execution date
HUBSPOT_PROP_NDA_LINK          // internal property name for Drive file link